Client Relationship Manager

4 days ago

Cape Town, Western Cape, South Africa Iress Full time

Client Relationship Manager - Investment Management

Client Relationship Manager - Investment Management

Apply locations: Cape Town
Time type: Full time
Posted on: Posted 15 Days Ago
Job requisition id: V-08948

Who we are

At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. Iress is one of Australia's largest technology companies and employs more than 1,900 people across Australia, the United Kingdom, South Africa, Canada, New Zealand, and Asia.

Role purpose:

This role is responsible for the portfolio management of key existing clients that are of significant strategic importance to the organisation by building and maintaining strong relationships.

The client relationship manager ensures that both parties deliver on their contractual commitments, build a mutually beneficial, sustainable relationship, and identify opportunities for new business within the client portfolio to convert into revenue growth.

Your objectives and responsibilities will focus on...
  • Build and maintain client relationships, serving as a trusted contact for key decision makers.
  • Engage with clients to understand their overall strategy, business problems, and priorities.
  • Achieve agreed monthly, quarterly, and annual revenue targets that incorporate client retention and the sale of additional solutions.
  • Engage with clients regularly and in line with a structured engagement model.
  • Apply the Iress commercial ways of working in all activities.
  • Produce and implement successful client management plans.
  • Lead commercial negotiations and ongoing revenue forecasting for clients.
  • Work with clients to implement and ensure adoption of Iress products.
  • Support the delivery of new and enhanced product features to the market.
  • Act as a point of escalation for client support teams.
  • Build a network within the industry to promote Iress.
To be successful in this role…
  • Strong Investment Management industry experience and knowledge.
  • Previous Portfolio Management experience is essential.
  • Commercial awareness and ability to contribute to broader business conversations.
  • A natural networker and strategic relationship builder.
  • Proven track record of delivering against targets.
  • Experience working cross-functionally to achieve results for clients.
  • Clear and concise communication skills.
  • Ability to engender quality across teams including in client communications.
  • Modern thinker with a focus on practical, commercial outcomes.
  • Excellent negotiation and organisational skills.
  • Able to coordinate and manage large projects.
  • Strong commercial and financial acumen.
Why work with us?

Join us in shaping the future of financial services in Southern Africa. Our mission is to provide locally relevant technology, backed by exceptional service and support, empowering our clients in trading, market data, advice, and investment management.

If you're passionate about financial technology and eager to grow your skills, you'll find a fulfilling career with us. Our culture is rooted in values of going beyond, acting smart, and winning together, with adaptability, accountability, and inclusivity at the heart of everything we do.

We offer industry-leading benefits that support you at every stage of life, including long weekends, flexible working, generous parental leave, and a connected team culture.

We're excited to build the future of fintech—come be a part of it

#LI-Hybrid

Employment Type

Employee

Time Type

Full time

Any questions? Contact the Iress recruitment team at:

#J-18808-Ljbffr

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